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Our Services

Our approach to business begins with a simple philosophy of "Relationship over Transaction". Palette Financial Group is committed to you for the long term.

The planning process begins with an in-depth evaluation of your current situation. Once we have gained an understanding we will walk you through a step-by-step process that is designed to make you feel comfortable in your decisions.

We serve individuals, professionals, and business owners in most areas of Insurance, Retirement, and Financial Services including:

Investment Planning
Estate Conservation
Income Protection
Health Insurance

Retirement Planning
401K Rollovers
Life Insurance
Individual and Group Benefits Plans

Education Funding
IRA's
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Long Term Care

Call for more information and to discuss your specific needs.

About Us

909 Garnet Cove
Oak Point, TX 75068

Phone: 214-912-6261
Fax: 972-292-1927

dpainter@aicinvest.com

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative . Read it carefully before you invest or send money. Securities products are limited to residents of Colorado, Georgia, Tennessee and Texas. A representative from Palette Financial Group will contact you to provide requested information. Securities and investment advisory services are solely offered through Ameritas Investment Corp.(AIC). Member FINRA/SIPC. AIC and Palette Financial Group are not affiliated.Additional products and services may be available through Palette Financial Group that are not available through AIC. Representatives of AIC do not provide tax or legal advice. Please consult your advisor or attorney regarding your situation.